Carson Wealth (CWM LLC)
SWIM icon

Carson Wealth (CWM LLC)’s Latham Group SWIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$68K Buy
2025
Q2 		$11K Buy
2025
Q1 		$2K Sell
2024
Q4 		$3K Buy
2024
Q3 		$2K Buy
2024
Q2 		$0 Buy
2024
Q1 		$0 Buy
2023
Q2 		– Sell
2023
Q1 		$0 Hold
2022
Q4 		$0 Sell
2022
Q3 		$1K Sell
2022
Q2 		$3K Buy